Welcome to the Center for Wealth Planning Advisors Network
Take Your Independent Wealth Planning Practice to the Next Level of Growth
Center for Wealth Planning Advisors Network provides financial advisors with the resources, training, and support to help manage and grow a thriving independent practice. Joseph (Joe) Ruzycki, CFP®, founded the Center for Wealth Planning Advisors to provide comprehensive support and economies of scale to independent advisors through a culture that promotes mutual success in the delivery of unbiased, professional advice and high quality service to clients. Joe has earned a reputation within the industry for his uncompromising work ethic, commitment to service excellence, and leadership skills in training and coaching advisors and teams.
Center for Wealth Planning Advisors Network has a relationship with LPL Financial as part of their “hybrid” program, which allows the Network to maintain its independent SEC-registered RIA. This hybrid relationship provides the CWPA Network with access to the extensive resources that LPL Financial offers, while enabling affiliated advisors to maintain true independence in how they serve their clients and structure their fees.
The CWPA Network enables you to:
- Earn industry high payouts
- Maintain your independence and autonomy
- Brand under your own DBA
- Choose your business model and location
- Determine your spending priorities
- Focus more of your time on revenue-generating activities
- Build equity in your future
- Recommend the most suitable strategies to your clients through our independent Hybrid RIA
- Control your own destiny
How does the CWPA Network work?
Center for Wealth Planning Advisors Network takes the complexity out of managing and growing an independent financial planning and advisory practice. Advisors benefit from the Network’s significant economies of scale across important aspects of the business, including compliance oversight, trading and technology cost-efficiencies, business development support, and more.
Through the Center for Wealth Planning Advisors Network, you can brand your business your way while retaining full access to the resources and support the Network provides you and your clients. Our role is to support you and your practice by providing the resources you require along with value-added services from a local perspective that enhance your ability to serve your clients’ best interests.
As an independent advisor, your book of business and the client relationships you develop belong exclusively to you. This enables you to you build equity in your own business—creating a tangible asset that you own and can pass along or sell when you’re ready to retire.